Search Results | Showing 71 - 80 of 138 results for %22Balanced Equity Management%22 |
| | | ... investment style coupled with diversity in the number of stocks held makes the fund a cornerstone "growth asset" in a balanced portfolio. The fund is designed for Australian investors seeking exposure to a diversified portfolio of global equity securities ... |
| | | | ... Australia managing director Maria Wilton added. "Following the acquisition of Australian equity manager Balanced Equity Management in 2011 and K2 Advisors in 2012, and the addition of Australian fixed income specialists this year, we felt the addition ... |
| | | | ... Australia managing director Maria Wilton said. "Following the acquisition of Australian equity manager Balanced Equity Management in 2011, K2 Advisors in 2012 and adding Australian fixed income specialists this year, it is important to have the right ... |
| | | | ... allocated to global investments, with 25% in equity and 6% in fixed income. Meanwhile, in New Zealand, a survey of leading balanced funds by Aon Hewitt reveals that 48% of assets were allocated globally, with 32% in equity and 16% in fixed income. |
| | | | ... future. While currently embryonic, growth in leverage may create future vulnerabilities. The need for soundness has to be balanced against the need for efficiency and responsiveness. In this report, we see competition as the cornerstone of a well-functioning ... |
| | | | ... long-term business strategy." She continued, "Following the acquisition of Australian equity manager Balanced Equity Management in 2011, we are very pleased to be able to add a local fixed income capability, which we believe will be important to meeting ... |
| | | | ... which progressively de-risk investments as members approach retirement, as the answer to the limitations of traditional balanced funds. However, Plato said that for many superannuants, reducing sequencing risk in this way simply increases longevity risk ... |
| | | | ... is notably different to other strategies. According to a Lonsec review, a 'growth asset' exposure in a diversified and balanced portfolio could result from other funds combining with other style-biased strategies. "Lonsec believes that the Fund's Thematic ... |
| | | | ... broadening its Significant Investment Visa (SIV) following the 888 Fund that was established last year. Conservative, Balanced and Growth funds are the new three that MSI has launched. These funds will allow diverse access to Australian-based asset classes ... |
| | | | ... with these strong returns, particularly after they were lower last year," Delaney said. This is the fourth year that the Balanced Investment option has returned a positive result. Over the last ten years it has delivered an average 7.64% per year and ... |
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